Jonathan Vance Greeson

James Parker is a financial advisor with Physicians Financial Services, Inc. in Goldsboro, NC, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has been associated with Physicians Financial Services since 2017. Parker also operates a CPA firm, Parker & Parker, P.A., and serves as Board Chairman of KS Bank, Inc. Additionally, he is on the board of the Wayne Community College Foundation. Physicians Financial Services provides money management, wealth analysis, tax and financial planning, and retirement planning services for individuals, corporations, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a contrarian, value-oriented investment approach focusing on financially strong, cash-rich companies and long-term holdings, while also utilizing external money managers and tailoring allocations to client objectives.

John Collins is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at IFG Advisory since 2014 and has been associated with LPL Financial since 2003. Collins also operates a non-variable insurance business under the name Collins Wealth Management. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a comprehensive investment approach that integrates fundamental, technical, and cyclical analysis, utilizing in-house management, sub-advisors, third-party managers, and model portfolios to align assets with clients’ objectives.

Timothy Fail is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has six years of industry experience and previously worked at Wayne Memorial Hospital for sixteen years. Timothy provides investment advisory services through IFG Advisory, an independent registered investment advisor firm. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

Matthew Rogers is a financial advisor at Level Four Advisory Services with 20 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at LPL Financial from 2015 to 2021. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning and asset management, utilizing model portfolios managed internally or through affiliated and third-party sub-advisers.

Jonathan Collins is a CFP® professional with 14 years of experience in financial advisory services. He is currently with Truist Advisory Services and has held multiple roles within affiliated Truist entities since 2019. He serves as treasurer for a nonprofit organization founded by his daughter that raises funds for local charities through the sale of bracelets and t-shirts. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and nonprofits. The firm combines discretionary and non-discretionary management approaches, utilizing third-party platforms and AI-enhanced research to support manager selection and portfolio oversight.

Meagan Bourgeois is a Series 66-licensed financial advisor with Janney Montgomery Scott, based in Goldsboro, NC, with 14 years of industry experience. She previously worked at Raymond James Financial Services Advisors Inc. and has been associated with Goldsboro Securities, LLC since 2011. Bourgeois serves as a board member of the Boys and Girls Club of Goldsboro. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and various advisory programs supported by both in-house and third-party portfolio management.